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Tax Coordinator

2 months ago

Encino, California, United States Consultative Search Group Full time
Job Title: Tax Coordinator

Reports To: Tax Director

FLSA Status: Non Exempt

Department: Business Management

Your Role: As a Tax Coordinator at Consultative Search Group, you will be part of a dynamic team of tax professionals who are dedicated to delivering exceptional results. We are seeking a confident and professional communicator with exceptional time management and organizational skills to join our team.

Key Responsibilities:

  • Assemble and file tax returns, forms, and related tax payments.
  • Process tax organizers and roll over annual CCH Axcess tax returns.
  • Distribute department client mail.
  • Work overtime hours as needed.
  • Monitor department due dates.
  • Maintain department WIPs.
  • Executive Assistant to Tax Partner/Senior Tax Management.
  • Process client onboarding and exits.
  • Coordinate tax season meals.
  • Track miscellaneous deadlines.
  • Coordinate client signature requests with other departments.
  • Process POAs.
  • Request IRS and State transcripts.

Requirements:

  • Competency in Microsoft applications including Word, Excel, and Outlook.
  • Self-motivated with excellent organization skills.
  • Strong verbal and written communication skills.
  • Attention to detail and ability to multi-task.
  • Strong organizational and problem-solving skills.
  • Exceptional interpersonal skills.
  • Friendly and professional demeanor.
  • Ability to work well with a team and pitch in when needed.